Timothy
Tomalavage
Mycio Wealth Partners, LLC
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About this Advisor
Timothy Tomalavage is a financial advisor who works out of Philadelphia, Pennsylvania with 1 year of relevant experience. Tomalavage is an employee of Mycio Wealth Partners, LLC. Throughout their career, Tomalavage has worked at J.P. Morgan Securities LLC, Hirtle Callaghan & Co. LLC and Mycio Wealth Partners, LLC. Tomalavage has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Pennsylvania. Mycio Wealth Partners, LLC is a registered investment business operating out of Philadelphia, PA. It handles $12 billion in assets under management among its 7,342 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 11 charities and foundations. Of its 7,342 client accounts, 98% belong to high-net-worth clients who have at least $1 million in assets available to invest. Mycio Wealth Partners, LLC offers a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules largely depend on the financial services offered. Fee types charged by Mycio Wealth Partners, LLC likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mycio Wealth Partners, LLC Brokerage Details
$12,007,381,046
59
7,342
$1,635,437
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Timothy Tomalavage Work History
Timothy has been registered as a financial advisor for 1 years.*
Mycio Wealth Partners, LLC
Hirtle Callaghan & Co. LLC
J.P. Morgan Securities LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Timothy Tomalavage to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mycio Wealth Partners, LLC
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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